Meta Plans Up to $95B Stock Sale for AI Push; Nvidia, AMD, Broadcom Eye Stakes

itmedia.co.jp (Japanese) — October 26, 2026 at 11:01 PM UTC

Meta announced plans to raise up to $95 billion through stock issuance to fund AI infrastructure and personal superintelligence investments, with NVIDIA, AMD, and Broadcom expressing interest in investing. The initial offering includes $35 billion in Class A common stock and depositary shares backed by mandatory convertible preferred stock, with a potential $60 billion ATM program planned for 2027. NVIDIA, AMD, and Broadcom may purchase up to $5 billion combined. Meta projects 2026 capital expenditures of $135-145 billion and is building four supercomputing facilities exceeding one gigawatt each. The company reported $97 billion in operating cash flow for January-September 2026, with daily users across its apps reaching 3.64 billion.

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